Wellington Management Group’s Plymouth Industrial REIT PLYM Stock Holding History

Wellington Management Group’s Portfolio PLYM Stock Details PLYM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-486,681	Closed	-$8.66M	–	2029
2024 Q4	$8.66M	Sell	486,681 -855,780	-64%	-$16.9M	﹤0.01%	1234
2024 Q3	$30.3M	Sell	1,342,461 -41,242	-3%	-$958K	0.01%	841
2024 Q2	$29.6M	Sell	1,383,703 -317,312	-19%	-$6.65M	0.01%	840
2024 Q1	$38.3M	Buy	1,701,015 +31,295	+2%	+$697K	0.01%	784
2023 Q4	$40.2M	Buy	1,669,720 +29,479	+2%	+$641K	0.01%	768
2023 Q3	$34.4M	Sell	1,640,241 -95,884	-6%	-$2.16M	0.01%	804
2023 Q2	$40M	Sell	1,736,125 -20,764	-1%	-$444K	0.01%	766
2023 Q1	$36.9M	Sell	1,756,889 -30,279	-2%	-$638K	0.01%	770
2022 Q4	$34.3M	Buy	1,787,168 +128,627	+8%	+$2.44M	0.01%	782
2022 Q3	$27.9M	Buy	+1,658,541	New	+$32.1M	0.01%	821

Other funds holding PLYM

WHG

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

MIRH

Madison International Realty Holdings New York $54.9M AUM

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

SAM

Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group's PLYM Position: Q1 2025 in Review

Wellington Management Group sold out of Plymouth Industrial REIT (PLYM) in Q1 2025, closing a stake of 486,681 shares — an estimated $8.66M sold.

Wellington Management Group first reported a position in PLYM in Q3 2022 and held it in 10 quarters. The position peaked at $40.2M in Q4 2023. 197 funds tracked by Wall St. Rank hold PLYM as of Q1 2025.

Wellington Management Group reported no remaining Plymouth Industrial REIT position as of Q1 2025 after selling out during the quarter.
Wellington Management Group sold 486,681 Plymouth Industrial REIT shares in Q1 2025, an estimated $8.66M.
Wellington Management Group first reported a position in Plymouth Industrial REIT in Q3 2022 and held it in 10 quarters.
Wellington Management Group's Plymouth Industrial REIT position peaked at $40.2M in Q4 2023.
197 funds tracked by Wall St. Rank held Plymouth Industrial REIT as of Q1 2025.

Based on Wellington Management Group's 13F filing for Q1 2025, filed 13 May 2025.